Leif Tinsley (CRD# 6298846) is an Investment Advisor Representative working at Cuso Financial Services in Rohnert Park, CA and has over 8 years of experience in the finance industry.
CRD# 6424586
Global Retirement Partners LLC
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
CRD# 2178797
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services | San Diego, CA | Dec 2018 - Current | 5 |
| Patelco Credit Union | Santa Rosa, CA | Dec 2018 - Current | 5 |
| Edward Jones | St. Louis, MO | Oct 2015 - Dec 2018 | 3 |
| Optio Solutions | Petaluma, CA | Jun 2014 - Oct 2015 | 1 |
| Healdsburg Bar And Grill | Healdsburg, CA | Apr 2014 - Jul 2014 | < 1 |
| Edward Jones | Healdsburg, CA | Feb 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- CA
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Total Assets Under Management4,665MILLIONS
-
Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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